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Fund Spy: Morningstar Medalist Edition

Stellar Teams Take These Franklin and Pimco Funds Up a Notch

Morningstar analysts rated 548 share classes and vehicles and 141 unique strategies in October 2020.

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Morningstar updated the Analyst Ratings for 548 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in October 2020. Of these, 354 maintained their previous rating, 83 were downgrades, 39 upgrades, 32 were new to coverage, and 40 were put under review because of material changes, such as manager departures.

Sifting out multiple share classes and vehicles, Morningstar rated 141 unique strategies in October. Of these, 11 received an Analyst Rating for the first time, with the rest having at least one investment vehicle type that a Morningstar analyst previously covered. Below are some highlights of the upgrades, downgrades, and funds new to coverage.

Stephen Welch does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.